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HDSIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Hodges Small Cap Institutional (HDSIX) Ownership - Who owns Hodges Small Cap Institutional?

The investment seeks long-term capital appreciation... Show more

Category: #Small Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

HDSIX

Net Assets

151M

Fund Existence

over 16 years

Turnover

60.00

Total Expense Ratio

1.11

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.11

Assets in Top Ten Holdings

65.1M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

35.1M

Fund Type

OpenEnd

Index Fund

Management Fee

0.85

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

48.00

Number of Net Holdings

48.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

37.63%

Gain YTD

-9.649

Annual Yield % from dividends

0.00

Returns for 1 year

-9.37

Returns for 3 years

4.36

Returns for 5 years

40.14

Returns for 10 years

-2.53

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General Information

Category SmallBlend

Profile

Fundamentals

Details